Streamline your CS firm operations with intelligent case management, automated compliance tracking, secure document vaults, and real-time client collaboration.
Everything You Need
From case intake to compliance filing, manage your entire practice from a single, integrated platform.
Manage complex filings with state-machine precision. Dedicated workflows for ROC, GST, and Income Tax with immutable audit trails.
Real-time analytics for managers. Monitor staff workload with our Team Load Widget, ensuring balanced distribution across associates.
Bank-grade document isolation. Track every password change or file access in the Firm Timeline with IP-based security logging.
A complete sandbox for your clients. Secure chat rooms, self-serve data extraction, and transparent case history without firm data leaks.
Generate dynamic professional invoices and track organization-level revenue with deep analytics and Razorpay integration.
Beyond basic roles. Partners can toggle granular feature-level access for managers and associates to enforce strict compliance.
Getting Started
We provide tailored solutions for firms of all sizes. All new firms go through a manual verification process to ensure platform integrity and quality.
Submit your firm details for approval. Once reviewed, you'll get access to the full platform including case management, document vault, and team collaboration tools.
Apply for AccessNeed custom storage quotas, dedicated white-labeling, or API access? Our sales team will work with you to define a plan that matches your enterprise requirements.
Contact Sales
sales@cstrax.com
Join hundreds of Company Secretary firms who trust CSTrax to streamline their operations and delight their clients.